| 【Company Research】XPENG (XPEV US) – 1Q21 performance ahead of projections; 2Q21E auto-delivery curb by chip supply |
| 【Company Research】Bilibili (BILI US) – A strong start in FY21E |
| 【Company Research】Alibaba (BABA US) – A big investment year ahead |
| 【Sector Research】China Property Service Sector – Long shopping mall operators in 2Q |
| 【Company Research】Powerlong Commercial (9909 HK) – Visibility enhanced for 2021 target with on-track rental/sales growth and more reasonable opening schedule |
| 【Company Research】Transfer of Coverage |
| 【Company Research】Ming Yuan Cloud (909 HK) – In a sweet spot |
| 【Company Research】Kintor Pharmaceutical (9939 HK) – Proxalutamide may become an effective treatment for COVID-19 |
| 【Company Research】China Gas Holdings (384 HK) – Earnings growth to accelerate with extensive M&A and southern heating projects |
| 【Company Research】NIO (NIO US) – Surprising high GPM in 1Q21 |
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